Charitable-Trust Services Available To LPL Reps

Renaissance, the nation‚s largest charitable-trust administrator, will be providing services to registered representatives of Linsco/Private Ledger (LPL).

Renaissance, based in Indianapolis, Ind., will support the LPL Advanced Resources Group with charitable-trust case design, training and trust-administration services. The LPL group supports its 3,800 registered reps in 1,800 branches nationwide.

Renaissance has trained thousands of financial advisors on how to integrate charitable-planning techniques into their practices. Renaissance training workshops that show how to maximize business with wealthy individuals by using charitable-planning tools are available to LPL reps.

"We have the flexibility to support the needs of financial advisors at all charitable-planning skill levels," says Doreen Tyburski, Renaissance‚s president and CEO. "LPL recognizes the importance of such a support system, and we believe that this relationship certainly gives LPL-registered representatives a distinct advantage in their marketplace."

More information about LPL, which is headquartered in San Diego, and its services is available at or by calling (888) JOIN LPL, ext. 6555.

Family-Office Services

RapportNET LLC, based in Dearborn, Mich., has launched online services targeted at family offices. Among its offerings is Private Client Solution, which helps advisors provide asset-management, communication and lifestyle services for high-net-worth clients.

The company also provides Family Websites, which offer a secure location for family, trusted advisors and office staff to share information.

"Harnessing the tremendous power of the Internet as a communication tool is something that successful families want and need to do," says Edsel B. Ford II, founder of RapportNET and a Ford Motor Co. director.

For more information, visit

Managing Your Clients

Securities America, based in Omaha, Neb., and a subsidiary of American Express Financial Corp., has introduced Client Manager, which combines brokerage and off-sight mutual fund transactions for consolidated reporting. Annuity transactions are to be added this fall.

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